EWM
PCP
Evermay Wealth Management’s PRECISION CASTPARTS CORP PCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,080
| Closed | -$251K | – | 80 |
|
|
2015
Q4 | $251K | Hold |
1,080
| – | – | 0.15% | 60 |
|
|
2015
Q3 | $248K | Hold |
1,080
| – | – | 0.15% | 70 |
|
|
2015
Q2 | $216K | Sell |
1,080
-82
| -7% | -$16.4K | 0.13% | 77 |
|
|
2015
Q1 | $244K | Sell |
1,162
-125
| -10% | -$26.2K | 0.14% | 73 |
|
|
2014
Q4 | $310K | Sell |
1,287
-165
| -11% | -$39.7K | 0.2% | 64 |
|
|
2014
Q3 | $344K | Hold |
1,452
| – | – | 0.3% | 57 |
|
|
2014
Q2 | $366K | Sell |
1,452
-60
| -4% | -$15.1K | 0.32% | 53 |
|
|
2014
Q1 | $382K | Hold |
1,512
| – | – | 0.41% | 35 |
|
|
2013
Q4 | $407K | Buy |
+1,512
| New | +$407K | 0.57% | 26 |
|